South Africa
2 statements across 1 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Nov 7, 2022 by Colin Smith · said 56 times in 21 episodes since 2017 · across every show →
Mentions by year
brought up most by Colin Smith (10), Adam Karr (5), Jenny Heller (4), Farouk Miah (4), Paul Black (3), Meredith Jenkins (3), James Aitken (3), Dr. Charles (Sarel) Vorster (3)
tap a year for its mentions
2025 2 mentions in 1 episode
2024 2 mentions in 1 episode
2023 8 mentions in 4 episodes 2 per episode
- Adam Karr – Extreme Alignment at Orbis (EP.338)
- Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
- Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
- every mention in 2023, scene by scene →
2022 21 mentions in 4 episodes 5 per episode
- Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- every mention in 2022, scene by scene →
2021 1 mention in 1 episode
2020 5 mentions in 3 episodes 2 per episode
- Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
- Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
- Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- every mention in 2020, scene by scene →
2019 8 mentions in 4 episodes 2 per episode
- Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)
- Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
- Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- every mention in 2019, scene by scene →
2018 4 mentions in 2 episodes 2 per episode
2017 5 mentions in 1 episode
Everything said about South Africa, oldest first
Nov 7, 2022 neutral
Nov 7, 2022 neutral
Miah: South African equities are institutional, while North and East Africa are family-owned
“So South Africa would be a more typical US or UK style shareholder list. So often the pension funds are the largest, the big asset management firms are also in the top three, top five, top seven. It's a very institutional heavy shareholder list. Whereas when y…”